Overview
Assets Under Management: $126 million
High-Net-Worth Clients: 35
Average Client Assets: $4 million
Frequently Asked Questions
CAPITAL VIEW WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126653), CAPITAL VIEW WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CAPITAL VIEW WEALTH MANAGEMENT, LLC serves 35 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL VIEW WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
CAPITAL VIEW WEALTH MANAGEMENT, LLC manages $126 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, CAPITAL VIEW WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 35
Discretionary Accounts: 33
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 126653
Last Filing Date: 2025-02-26 00:00:00
Website: https://capview.net